Claro Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Claro Advisors LLC

  • $569 Million
  • Q2 2025

A detailed history of Claro Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Claro Advisors LLC holds 17,517 shares of SCHZ stock, worth $412,525. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,517
Previous 11,404 53.6%
Holding current value
$412,525
Previous $264,000 54.17%
% of portfolio
0.07%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$22.68 - $23.28 $138,642 - $142,310
6,113 Added 53.6%
17,517 $407,000
Q1 2025

May 12, 2025
BUY
$22.46 - $23.26 $256,133 - $265,257
11,404 New
11,404 $264,000

Others Institutions Holding SCHZ

# of Institutions
714
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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